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FFB Bank · 5 hours ago

Territory Sales Manager

Cerritos, CA

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $85K/yr

3+ years exp

FFB Bank is a dynamic and acclaimed single-branch bank committed to redefining the banking experience. The Territory Sales Manager is responsible for driving growth in merchant services by acquiring new business and supporting existing clients, ensuring a high level of client satisfaction through consultative guidance and collaboration across bank departments.

BankingFinanceFinancial Services

Responsibilities

Generates new leads through outbound calls, emails, networking, and in-person meetings

Builds and maintains strong relationships with prospective and existing clients to drive long-term business

Utilizes CRM tools (e.g., IRIS CRM, Salesforce, HubSpot) to manage pipeline and client interactions

Prepares proposals and performs sales presentations and product training at client locations

Prepares client implementation documents. Prepares and maintains client files

Performs follow up with Merchant Services referrals from bank employees

Provides telephone support and acts as primary customer service contact for Merchant Services customers to assist with general account inquiries, technical support, billing, and any other special requests

Monitors portfolio reports (low volume, no activity, inventory record)

Acts as liaison to branch staff with qualifying Merchant services prospects and joins them in sales activities to generate new business (call blocks, outbound visits, Bank huddles)

Performs pricing review of regional competitors, maintains prospect database and monthly sales reports tracking on-going activity

Performs periodic portfolio reviews to identify revenue opportunities

Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making

Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement

Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce

Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role

Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions

Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation

Qualification

Merchant services salesCRM toolsCommercial banking knowledgeMicrosoft Office SuiteDigital onboarding toolsEffective communicationOrganizational skillsTeamworkRelationship buildingInitiative

Required

Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related)

Minimum 3–5 years of related experience in banking, merchant services sales, or relevant industry required

Demonstrated ability to cross-sell and explain all products and services with confidence and authority

Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution

Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required

Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees

Strong organizational and time management abilities with attention to detail

Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams

Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs

Commitment to continuous learning and professional development to stay current with industry standards and best practices

Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders

Capable of managing multiple priorities and meeting deadlines in a dynamic environment

Ability to work independently with minimal supervision and as part of a team

Proven ability to adapt to changing priorities and procedures

Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities